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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
IHL
1501
Investment House LLC
Redondo Beach,
California
| $1.42B | +$130M | +10% | 11.2% | 125% | 212 | 18.4% | 4.8 |
|
| 1502 |
WP
1502
WealthPLAN Partners
Omaha,
Nebraska
| $1.42B | +$133M | +10% | 6.04% | 71.6% | 369 | 13.01% | 2.5 |
|
| 1503 |
OSIA
1503
O'Shares Investment Advisers
Boston,
Massachusetts
| $1.42B | +$71.9M | +5% | 7.87% | 71.8% | 271 | 1.48% | 1.5 |
|
| 1504 |
BOS
1504
Bingham Osborn & Scarborough
San Francisco,
California
| $1.42B | +$98.1M | +7% | 7.4% | 51.7% | 161 | 14.29% | 4.3 |
|
| 1505 |
MTCM
1505
Mint Tower Capital Management
Amsterdam,
Netherlands
| $1.41B | +$367M | +35% | 2.16% | 40% | 460 | 45% | 0.3 |
|
| 1506 |
1506
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $1.41B | +$278M | +25% | 7% | 74.8% | 827 | 20.68% | 1.1 |
|
| 1507 |
GL
1507
Governors Lane
New York
| $1.41B | -$83.7M | -6% | 4.52% | 133% | 278 | 60.79% | 0.2 |
|
| 1508 |
ACP
1508
Ashfield Capital Partners
San Francisco,
California
| $1.4B | +$143M | +11% | 10.6% | 48.8% | 239 | 6.28% | 5 |
|
| 1509 |
BCM
1509
Bronte Capital Management
Bondi Junction,
Australia
| $1.4B | +$521M | +59% | 10.9% | 123% | 21 | 19.05% | 1.2 |
|
| 1510 |
BFO
1510
Boston Family Office
Boston,
Massachusetts
| $1.4B | +$68.9M | +5% | 7.61% | 53.4% | 282 | 7.09% | 5.2 |
|
| 1511 |
CI
1511
Cigna Investments
Bloomfield,
Connecticut
| $1.4B | -$54.4M | -4% | 8.17% | 138% | 796 | 9.42% | 3 |
|
| 1512 |
PAM
1512
PSquared Asset Management
Zurich,
Switzerland
| $1.39B | +$237M | +20% | 12.5% | 178% | 16 | 68.75% | 0.2 |
|
| 1513 |
BCVI
1513
Bain Capital Venture Investors
Boston,
Massachusetts
| $1.39B | +$474M | +52% | 4.03% | 34.2% | 4 | 25% | 0.9 |
|
| 1514 |
1514
Hawk Ridge Capital Management
Los Angeles,
California
| $1.39B | -$66.5M | -5% | 5.82% | 84.9% | 59 | 52.54% | 0.7 |
|
| 1515 |
WAMC
1515
Western Asset Management Company
Pasadena,
California
| $1.39B | +$6.05M | +0.4% | 3.33% | 2.29% | 24 | 8.33% | 1.6 |
|
| 1516 |
1516
Cannell & Spears
New York
| $1.39B | +$97.8M | +8% | 7.5% | 113% | 251 | 12.35% | 3.3 |
|
| 1517 |
GIA
1517
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.39B | +$110M | +9% | 7.04% | 99.5% | 266 | 9.4% | 3.9 |
|
| 1518 |
PCM
1518
Portolan Capital Management
Boston,
Massachusetts
| $1.39B | +$117M | +9% | 21.7% | 738% | 168 | 32.14% | 1 |
|
| 1519 |
SBIA
1519
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| $1.39B | +$120M | +9% | 9.48% | 61.9% | 550 | 14.18% | 3 |
|
| 1520 |
1520
Belpointe Asset Management
Reno,
Nevada
| $1.39B | +$221M | +19% | 6.89% | 80.1% | 1,197 | 21.8% | 1.4 |
|
| 1521 |
BDF
1521
Balasa Dinverno & Foltz
| $1.39B | +$142M | +11% | 7.88% | 23.2% | 339 | 12.98% | 2.9 |
|
| 1522 |
1522
Ritholtz Wealth Management
New York
| $1.39B | +$187M | +16% | 6.59% | 93% | 576 | 24.48% | 1.1 |
|
| 1523 |
ESBC
1523
E.S. Barr & Co
Lexington,
Kentucky
| $1.39B | +$113M | +9% | 10.1% | 73.5% | 104 | 7.69% | 4.6 |
|
| 1524 |
TC
1524
Telemus Capital
Southfield,
Michigan
| $1.39B | -$62.6M | -4% | 6.8% | 27.9% | 404 | 18.07% | 3.4 |
|
| 1525 |
BP
1525
Berkshire Partners
Boston,
Massachusetts
| $1.39B | +$143M | +11% | 11.5% | 79% | 2 | 0% | 6 |
|